Company Profile
PNP Agency is a global B2B service provider specializing in the sourcing and delivery of POS & POP materials, promotional items, branded gifts, packaging, and general printing solutions. With over 10 years of experience, the company works closely with international brands and creative agencies to deliver high-impact merchandising and marketing assets.
- Location: Global operations
- Team Size: 20+ employees
- Annual Turnover: 20M+ USD
- Hosting: Odoo Enterprise (Cloud)
- Business Model: Project-based B2B merchandising solutions
- Core Value: Combining creative excellence with a robust and competitive supply chain through factory partnerships
Challenges Faced
Before migrating to Odoo, PNP Agency was managing operations across fragmented tools, which limited their ability to scale and maintain quality in high-touch client engagements:
- Scattered data across Excel (sales, purchase, project tracking) and QuickBooks (accounting)
- Project-centric workflow without system support: Each customer request was treated as a “project,” but this structure lacked traceability and integration
- High customer expectations for document quality: quotes, invoices, and purchase orders needed to reflect premium branding standards
- Complex, customized product quoting processes for tailor-made items and materials, which were managed manually
Odoo Implementation
We implemented a fully integrated Odoo Enterprise environment that supports every department involved in the project lifecycle:
- Core Applications: CRM, Sales, Purchases, Invoicing, Accounting, HR, and Multi-company management
- Custom Document Templates: All outgoing PDFs—quotes, POs, invoices—were redesigned with brand-specific fonts, multilingual layouts, and localized identity elements
- Project-Driven CRM Flow: Each sales inquiry starts as a CRM opportunity, now acting as the operational hub where all related sales, purchases, and accounting documents are linked
- Custom Quotation Pipeline: Built in Odoo to reflect the legacy Excel-based logic for cost estimation, avoiding disruption while ensuring process standardization
Version used: Odoo Enterprise (v16)
Hosting: Cloud (Odoo.sh or similar)
Business Benefits
Operational Efficiency
- Centralized all project-related documents and communication under the CRM project structure
- Eliminated Excel dependency across sales and purchase workflows
Customer Experience
- Professionally branded PDF templates for every external document improved perceived quality and trust
- Support for multiple languages across documents enabled seamless international communication
Scalability
- Customizable yet structured quoting flow makes onboarding new staff and scaling operations smoother
- Project-centric visibility allows all teams to work from a single source of truth